I did not go with this lender as the product turned out not to be a HELOC but instead a refinanced loan product.

Stocks, bonds, and insurance products were covered in detail (don't get me started as to why), but not real estate.I would like to find some resources that discuss the role of real estate in a diversified investment portfolio.

I'll mention two things: Learn everything you can about being a great landlord and productive property manager should you choose to go the route of self-management.

Commercial Mortgage Brokers have up to the 30 year fix and amortization products. 

It's a great product and gosh, I may seriously consider using it on my next buy and hold.  

Financial planning is awash with securities and insurance product information - things a financial adviser can sell to make money.

https://www.gao.gov/products/GAO-15-16https://www.gao.gov/products/GAO-17-102https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-prohibited-transactionshttps://www.irs.gov/retirement-plans/retirement-plan-investments-faqshttps://www.irs.gov/irm/part4/irm_04-072-011.htmlhttps://webcache.googleusercontent.com/search?

But the 1031 tax deferral process starts with the sale of a piece of investment real estate that you purchased with the intent to hold for productive use.  

Welcome to the site Account ClosedMy recommendation to you would be to setup a keyword alert for the term "Turnkey" There are many operators here on BP pitching products that would be geared towards someone in your situation and the term "Turnkey" will trigger the majority of those discussions and offerings. 

Sometimes things change, but it's always best to have a clause stating that if the product is to be built different than the design, they have to clear it with us or else they may not get paid for that work and any re-work.We've had many issues like this before and unfortunately, you just have to learn from them sometimes.